Rockport Wealth’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $336K | Buy |
+4,836
| New | +$336K | 0.08% | 62 |
|
2025
Q1 | – | Sell |
-3,842
| Closed | -$275K | – | 60 |
|
2024
Q4 | $275K | Buy |
3,842
+225
| +6% | +$16.1K | 0.12% | 58 |
|
2024
Q3 | $306K | Hold |
3,617
| – | – | 0.08% | 56 |
|
2024
Q2 | $256K | Hold |
3,617
| – | – | 0.11% | 58 |
|
2024
Q1 | $231K | Buy |
+3,617
| New | +$231K | 0.15% | 59 |
|